MBA Advisors
IEFA icon

MBA Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MBA Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$563K Hold
5,811
– – 0.18% 89
2026
Q2 		$561K Sell
5,811
-3
-0.1% -$288 0.19% 88
2026
Q1 		$526K Hold
5,814
– – 0.2% 80
2025
Q4 		$520K Buy
5,814
+55
+1% +$4.86K 0.21% 84
2025
Q3 		$503K Buy
5,759
+29
+0.5% +$2.46K 0.21% 81
2025
Q2 		$478K Buy
5,730
+130
+2% +$10.3K 0.22% 83
2025
Q1 		$424K Sell
5,600
-30
-0.5% -$2.24K 0.21% 87
2024
Q4 		$396K Sell
5,630
-20
-0.4% -$1.48K 0.2% 88
2024
Q3 		$441K Sell
5,650
-258
-4% -$19.3K 0.21% 81
2024
Q2 		$429K Sell
5,908
-954
-14% -$70.2K 0.22% 81
2024
Q1 		$509K Sell
6,862
-512
-7% -$36.4K 0.26% 74
2023
Q4 		$519K Hold
7,374
– – 0.29% 77
2023
Q3 		$475K Sell
7,374
-66
-0.9% -$4.42K 0.29% 74
2023
Q2 		$502K Sell
7,440
-216
-3% -$14.6K 0.3% 72
2023
Q1 		$512K Hold
7,656
– – 0.32% 70
2022
Q4 		$472K Sell
7,656
-490
-6% -$28.8K 0.31% 71
2022
Q3 		$429K Sell
8,146
-682
-8% -$40.1K 0.31% 72
2022
Q2 		$520K Sell
8,828
-1,363
-13% -$87.4K 0.36% 67
2022
Q1 		$708K Sell
10,191
-273
-3% -$19.3K 0.44% 63
2021
Q4 		$781K Sell
10,464
-300
-3% -$22.5K 0.48% 58
2021
Q3 		$799K Sell
10,764
-100
-0.9% -$7.61K 0.59% 44
2021
Q2 		$813K Sell
10,864
-129
-1% -$9.7K 0.38% 44
2021
Q1 		$792K Buy
+10,993
New +$786K 0.44% 44

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MBA Advisors's IEFA Position: Q3 2026 in Review

MBA Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 5,811 shares worth $563K. The position accounts for 0.18% of the portfolio, ranked #89.

MBA Advisors first reported a position in IEFA in Q1 2021 and has held it in 23 quarters since. The position peaked at $813K in Q2 2021. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • MBA Advisors held 5,811 shares of iShares Core MSCI EAFE ETF worth $563K as of Q3 2026.
  • MBA Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.18% of MBA Advisors's portfolio in Q3 2026, its #89 holding.
  • MBA Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's iShares Core MSCI EAFE ETF position peaked at $813K in Q2 2021.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.